-94.8%
HTZ vs FIVN
-77.6%
-17.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -6.1% | -14.7% | -19.4% |
| 7D | -7.7% | -8.7% | +1.0% | -5.5% |
| 30D | -13.1% | +2.6% | -15.7% | -13.5% |
| 3M | +14.7% | +15.3% | -0.6% | +9.1% |
| 6M | -70.6% | +40.7% | -111.3% | -74.1% |
| YTD | -65.2% | +70.3% | -135.4% | -71.8% |
| 1Y | -73.2% | +50.0% | -123.2% | -77.4% |
| 3Y | -80.8% | -46.1% | -34.7% | -78.6% |
| 5Y | -94.8% | -76.9% | -17.9% | -92.9% |
| All | -94.8% | -77.6% | -17.2% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling